Our Partners

	Valerie Chan, CPA, CA, CPA (Washington) Director, Wealth Planning
Valerie joined BMO Nesbitt Burns in 2018. Prior to this role, she was a tax manager at KPMG specializing in planning for privately owned busineses and high net worth individuals. Valerie has experience with a wide variety of tax issues including personal, corporate, trust and non-resident tax.

Nicco Bautista, LL.B, M.A.
Director, Estate Planning

Prior to joining BMO Wealth Management, Nicco worked in the private client services and wealth preservation teams of the largest law firm in Vancouver. During this time, Nicco focussed on tax and estate planning issues related to individuals, Corporations, Trusts and Estates. Nicco also has experience in Estate litigation, estate administration, family law planning, and the creation of private foundations.

	Ric Langford, LL.B, TEP, CFP Director, Estate Planning
Ric is a life member of the Estate Planning Council of Vancouver and he sits on the Development Committee of the Vancouver Foundation. He works with clients and their families to develop effective estate plans for the management and orderly transfer of wealth to the chosen beneficiaries according to their individual needs and circumstances while minimizing and deferring taxes and transfer costs.

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Our Partners